I've had the pleasure of working with Garrett for about a year now, and it has truly been an…read moreincredible experience. I approached Garrett in late 2020 after a tumultuous previous 12 months. I had been laid off due to COVID and simultaneously incurred an enormous sum of medical bills on top of my typical monthly expenses. Naturally, I waited until things hit rock bottom before seeking help, but I'm so fortunate to have come across Garrett. He has the innate ability to show empathy but is also a straight shooter because he doesn't sugarcoat things. Rather than emphasizing the mess I was in, he quickly provided a bevy of solutions that we tackled in tandem one by one. It was an emotional rollercoaster, and I often joked that I should be giving Garrett a co-pay since he acted as a therapist throughout the process. Fast forward to the present day, and I've done a complete 180 financially, professionally, personally, and all of this has contributed to a happier life. I honestly couldn't have reached this point without Garrett's kindness, expertise, and can-do attitude. I look forward to continuing my growth with Garrett and recommend him to anyone looking to hone their budgeting and financial planning skills.

Thanks to Garrett's support, instead of constantly trying to put out financial fires, I'm now on…read moretrack to be debt free this year, have an emergency fund, and more consistently align my finances towards my fiancée's and my values and goals. For context, I first found Garrett while searching online for a finance coach, and I resonated with his optimism and supportive tone on his website. I proceeded to have an initial call with him, and just like the tone on his website, Garrett was warm and friendly. He was attentive, curious, and professional, and he showed up with structured programs combined with a willingness to adjust and be flexible for my specific circumstances. He clearly had the training, experience, and skills, and I got the sense he walked the talk, invested a lot in himself, and put in the work to live authentically. I was eager to work with Garrett, but I still had my hesitations. I was on track to go deeper and deeper into debt. Did it really make sense to hire a finance coach and add on another expense in my life? At the end of the day, I had to conclude that I needed additional support. I tried reading books, getting support from friends and family, and making changes on my own, and I wasn't getting the results I needed. It's as if I had tried to heal a broken bone on my own and then realized I really needed to hire a doctor. I had to admit that I couldn't do this with my current approaches, and Garrett had been able to help many others before me. After discussing with my fiancée, Jasjeet, we hired Garrett to support us as a couple. I'm so glad we made that decision. Garrett continued to show up consistently with the aforementioned qualities, and after only 7 sessions, I experienced the following results. - Alignment with Jasjeet on our priorities and financial plan which includes being debt free this year and having an emergency fund - New tools for successfully talking about and getting aligned about finances with Jasjeet - A shift towards feeling more empowered and steady in my relationship with money Of course, Jasjeet and I also needed to put in the work to show up to the sessions and do the work in-between sessions. So much credit for our success goes to my fiancée. As our coach, Garrett helped guide us with a listening ear, honest perspective, tools, and strategies. Thanks again, Garrett, and I'm looking forward to continuing our work together!

I have been stressing out over my 2018 taxes way before 2018 was even over. LOL.. It was my first…read moreyear of electing as an S-Corp. Majority of my income was coming in under my business with no taxes being deducted so I knew I had to pay. I was pretty sure i was going to owe like 10k :( .. I chose OG bc of the great reviews (thanks yelp!) Before going in I was actually nervous and a bit ashamed bc as an adult I have know idea about taxes yet I decided to elect as an S-Corp lol. Then I finally came in & was seen by Eli. Here are some highlights of my experience: Eli is very knowledgable and is able to explain everything easily so that people like me who feel like taxes are a foreign language can understand. I came in assuming I was going to owe so much bc I had no idea what I was doing or how taxes even worked.. but Eli answered all of my questions with patience even though I know I was probably asking the same question over & over lol. Now for 2019 I will not be stressed! Eli also shed some light on things I had no idea about like how putting money in an IRA can really help to save on how much I owe in taxes, and how I need to go ahead & pay estimated taxes twice a year, and other business related matters that as business owner i needed to know & did NOT beforehand. Before your appointment they give you this great "tax planner".. it pretty much lists out everything that you can & should be writing off on your taxes & allows you to put in the totals. This was so helpful.. it really helps you organize everything. I called with a question & was quickly directed to Eli which was nice bc I thought I was going to have to email or wait for a call back, etc.. Jane at the front desk is also very helpful, polite & accommodating. Overall, I highly recommend. Especially if you have no idea what you're doing bc I know I cant be the only one. I left feeling so much better & at ease after it was all over.

Absolutely the best service. Since I found this accounting group filing taxes became a pleasant…read moreexperience. They are so knowledgeable and organized and have excellent knowledge of every type of situation. So we just went to our annual tax appointment and it was such a good experience and they did it very fast, on the spot. Simply genius, the best. High fives all around.

I don't even know where to begin I LOVE Brooklyn Plans!! Kristen is amazing. The office space is…read moreamazing. When I came to Brooklyn Plans I was looking for financial advise to help set me on the road to successfully paying off my upcoming grad school loans. Kristen helped me figure out what the best repayment options are and she helped me devise a financial strategy for saving, 401k, home ownership and vacations. It was one of the best decisions I've ever made and worth every penny. As a millennial I know how easy it is to believe that you will be swimming in debt forever. Working with Brooklyn Plans helped me realize nothing could be further from the truth and with sound financial advise and discipline debt freedom and wealth building are possible.

Brooklyn Plans is the best! I have worked with Kristen for a couple years now and really appreciate…read moreher approach to help people feel more confident about their finances. This is a relationship based business that doesn't just talk numbers, but speaks to the big picture of your life - what do you care about and what kind of life are you trying to create by getting your finances working for you toward your goals. I've taken her financial vision boarding, budgeting for beginners and investing for beginners class and have always walked away feeling less alone in the process and better equipped to really own my finances. The financial plans they create involve setting up a system so that you don't have to worry on a regular basis, since you know that system is working for you while you go about your life. Cannot recommend Brooklyn Plans enough!

I would not get caught up in the acronyms and marketing hype with these guys. All talk about being…read morerebels of wall street and really little in the proof. For all the effort and check ins the results were less than what the bigger and established financial companies were able to do. Let's face it, all of these guys have their issues but personally I would look elsewhere. Better the devils we know really applies in the case of this start up.

Update 2/16: I want to share that the owner of Stash Wealth reached out to me and shared her…read moreappreciation for my feedback. She also addressed some key concerns I had and expressed how feedback helps them evolve and stay competitive. After this, I do feel more confident in recommending this service to friends knowing how seriously they take their feedback and I'm excited to consider revisiting this service at a later date. ------------ I purchased the individual stash plan. Here are some of my notes that may help you make a decision if Stash Wealth is right for you. Summary: I think SW could be a good starting place for some people. If you aren't sure what accounts to setup, how much you can afford a month on expenses, or how to save for retirement or a home then this could be helpful. Things I liked: -Small team / personalized experience -Professional and nice staff -They have "experts" in various areas of the financial world which is nice if you like having one place to go to for your money questions. -A fiduciary - meaning they aren't suppose to sell you investments that aren't in your best interest -They seemed happy to let me email follow up questions after I went through the stash plan process - pretty quick responses -The online experience / website / portal was great. They used Zoom for the meetings. -good to have gotten another perspective on my financial plan. I now know I was checking the right boxes. Things I didn't like: - Having a small team means time is money meaning you may not get virtual time you need to get your "financial shit together". Leaving holes in your final plan or areas you wish they had looked at. -I noticed the advisor wasn't aware of some of the features in some of the products he was recommending. Wasn't aware of new savings features, along with the Ally Investment Platform (he thought they only let you buy stocks), wasn't aware of Wealthfront's minimum balance. If you're a money nerd you should keep up with this stuff so you know the latest and greatest to help your customers. -The overall Stash Plan was pretty basic in my opinion. They basically look at your income, budget, and do a little basic math to tell you where to flow your money to reach your goals. I expected more. Give me multiple approaches to killing my financial outlook i.e. show me various conservative and aggressive options to reach my goals faster (increase your 401k matching by x percent after paying off x debt, or sell vested stock on x date to do x thing which could give you x returns by x date allowing you to retire x number of years earlier). I felt a little bit like a number to them - after they get your basic money flow they try to upsell you on ongoing money management. -They ask you to upload your bank, credit card statements, employer benefits, paystub, etc... however they never gave me any insights into my spending or to my knowledge, used my statements in my stash plan. -I only met twice with the advisor - around an hour each time and it felt a lil rushed towards the end. -After my first meeting, I sent some updated debt numbers to my advisor, but he forgot to update our plan by the 2nd meeting. This fudged my final plan. This was a little off putting. -The advisor really didn't go into strategies on how to pay off debt faster, other than consider consolidating it. For example, one of my debts is a balance transfer and has 0%$ APR for 12 months. I feel like the advisor should have offered some insights on how i should prioritize that debt above other areas. There was no mentions or discussions around this. -Personally I did not like the style of the plan. At first I liked it, but later I found it difficult to find information, interpret it, etc.. the format, the way it was written and flow of it got on my nerves later. At the end they put a cliff notes slide - however in my mind, a good plan shouldn't need cliff notes. The plan should BE the cliff notes. -I have unvested stocks at the company I work for - I expected to see more forecasting around how and when to use the unvested company stocks. -I initially didn't provided accurate budgeting numbers - (on me) I would have given them brownie points if they had allowed me to redo my plan with the correct numbers instead they just told me some things to tweak over email or if they had caught this via the monthly statements - i.e. Cam based on the statement it looks like you spent $800 on food and not $200 a month like you said in our first meeting. Overall, they just take what you give them, create a money flow plan and get you on your merry way and try to get you in their Stash mgmt service. They aren't looking at your situation comprehensively - IMO. I don't trust the numbers or the plan provided so i'm no better then I was before dishing out $1300 bucks. Ultimately, I've learned that no one is going to care as much about your money and your life as you do.

While Iryna has provided tremendous tax and financial acumen and guidance, it's been her personal…read moresupport and care that has been truly distinguishing. Iryna helped me through a difficult stretch with great knowledge, compassion and results. It's been my pleasure to recommend Iryna to friends and family - and now everyone!

Iryna helped set up my entertainment company back in 2011 and ever since then she's been handling…read moremy small business, Aldo Ryan Entertainment and personal bookkeeping, taxes and beyond. During these years, we NEVER experienced any problems with her or any of her staff members. On the contrary: we've been very satisfied with the level of service and communication they've been providing to us. Iryna is a very smart, sharp and honest professional. She attends continuing education seminars and conferences all over the country annually. Her office applies the latest technologies in their work, which makes everything easier, more organized, protected, faster and less expensive for the client. Iryna is on top of the latest tax updates; she sends out all sorts of reminders to her customers along side with personal emails to make sure all the deadlines are met, payments scheduled, nothing missed. The response time frame is unlike all the other accountants we ever dealt with: if not within an hour, then within 24 hrs for sure (which I like very much!) During Tax season she likes to stay in touch even more: by sending all kind of reminders and preparation lists, following up and making sure everything is to a T. Every month during payroll time, her office makes sure our bank account is good to go for any kinds of withdrawals to avoid insufficient funds fees and such. I enjoy reading her monthly newsletters - not too long and very informative. We highly recommend Iryna's Tax services to any individual or company!

Pam and her team were professional, punctual, and polite…read more She helped me get my financial situation on track and things are looking great. I cannot thank her and her team enough. I highly recommend Golden wealth Capital!

My experience has been absolutely incredible working with Pam. She answers all of my questions and…read moreis always available to help. It is rare to find an advisor that truly cares about her clients the way she does.

Usually, when you see anyone who has all 5 star reviews, a red flag should go up that this person…read morehas gotten friends and family members to fill up his page. I decided to see for myself, and Shane is the REAL DEAL. He is compassionate, knows the tax code, and he takes the time to understand your issues and is not afraid to tell you if he doesn't have the answer right off the bat. Your time will certainly be well spent talking to him Thank you again Shane !!!!

Shane has been my accountant for four years and I truly don't know how I got through tax season…read morebefore partnering with him. I've often had complex returns: multiple freelance gigs, income from multiple states, unpaid taxes from previous years. This has never been an issue for Shane to take care of. Easily the best part of working with Shane is the transparency he provides and the effort he makes to keep you informed of what he is doing. Tax code is tantamount to alien language to me. Shane not only takes the best approach to protect me and insure I am taking advantage of every legal tax means possible, but goes out of his way to make sure that I understand what he is doing and why. Shane is also a CFP and his financial planning skills are an added benefit to working with him. I feel much more comfortable about my future financial health having heeded his advice. He has been known to take house calls, meet in the confines of a friendly and quiet bar, or invite you into his own office--whatever is most convenient for you. I wish the song "Taxman" by The Beatles had a positive connotation--like perhaps about a Justice League member that has tax return powers--because Shane is definitely my Taxman Superhero!

I normally don't write reviews or emails unless I feel very strongly about something but I wanted…read moreto take the time out to thank Shannon McLay (CEO of Fingym) for sending out this email to let clients know you will be OOO on a health & wellbeing company retreat to give us enough time to plan around it. Luckily for me I had my meeting with Bridget, yesterday! I respect you as executives for taking care of yourselves and your employees, it's a rare thing to see in C levels being that I was formerly an executive assistant myself to the C suite. I also wanted to thank you for writing your message in such a way that it's relatable to your clients and to also show that side of your "human self" as covid has been a long journey for everyone these past 17 months no matter where you are in the world. I hope you and your employees have a great time at your company retreat and reconnecting in person is always great! I also hope that you will share this positive message with your fingym team and tell each and everyone one of them that they are all ROCKSTARS! I specifically want to give a special shout out to the one and only amazingly brilliant BRIDGET TODD! I can't thank her and your company enough for all of the wonderful things fingym has done for me. I remember when I was struggling to look for a financial advisor because I was to poor to afford one and then I read about the fingym online in 2018 and saw the great ratings about the company and the affordable monthly subscription fee. I immediately signed up and have recommended the company to a lot of family and friends who are also looking to get financially fit (free marketing by word of mouth is the best when your company is doing great, woo hoo!) . Bridget has been there for me from the start, when I was struggling to understand how to get myself out of credit card and student loan debt from my bachelors degree. She always answers my questions thoroughly and is so kind and patient, and explains every single detail to me in laymen's terms to make it easy for me to understand. Bridget helped me get out of $15k credit card debt. I was struggling to figure out how to pay for my MBA program in Amsterdam, NL and scheduled an appointment with Bridget in May 2019, when covid hit as it was the perfect time for a career change and to finally fulfill my dream of getting my MBA in a different country (due to it being cheaper) and wanting to experience a different culture. Bridget helped me calculate what I needed to take out for a masters program loan and next steps. Fast forward one year later, I've graduate from my MBA program and had my meeting with Bridget yesterday as I've managed to lock in a full time job with a company that I worked with during my MBA program. Bridget helped me budget, walked me through the steps and did the actual process with me to consolidate my bachelors federal school loans for a lower interest rate and a cheaper monthly payment, and she also helped me calculate my MBA monthly repayment plan on a 15 year and 10 year repayment plan to help me fully understand my financial well being. I cannot explain how GRATEFUL I am for Bridget, her extensive knowledge in all areas of finance, and for everything she has done for me and countless others. I also wanted to thank Shannon for starting fingym, because without fingym, I wouldn't be financially free(ish) and couldn't have paid off my $15k credit card debt based on Bridget's great advice. It has helped me get financially fit and also helped me plan for my student loans, budgets, taxes, retirement, future, and emergency savings just in case I ever need it. TL;DR: everyone especially Bridget at fingym ROCKS! You're all SUPERSTARS and have made my life so much easier. Thanks for helping me get one step closer to being debt free and assisting me on my journey to getting financially fit! I love you all from the bottom of my heart and don't forget that you're changing millions of peoples lives! Keep doing what you're doing because I couldn't have gotten this far without you all! Have fun reconnecting with one another in person on your company retreat. Stay safe, happy, and healthy! Please remember to take care of yourself just as much as you take care of us, self care is extremely important especially during difficult times like the COVID-19 pandemic we're still living in. With much love and wishing you all the very best, your #1 fan, -Tracey

They are not registered with finra and not licensed. I applied for a job and they asked me to come…read morein two separate times to shadow someone and see if I like the job. It wasn't a good experience. they also send emails for people to get certifications that aren't industry regulated.

One of the only companies to get back to me in a timely manner. Very professional. I wasn't able to…read moreuse him this year but saved the information for next year so it would be so rushed.

Very helpful and answers all my questions .Giving detailed information on my taxes and other…read morefinancial plannings

Mr. Juntikka has helped my family a few times before with bankruptcy and it has always been a great…read moreexperience. This time around my financial situation was a bit different. He was very honest and open with me. He even recommended other lawyers he knew who could help me this time around. Mr. Juntikka will always be my first choice.

SCAM, SCAM, SCAM!!!!!!I wish I had done my research before hiring this law firm and trusting them…read morewith my hard-earned money. I paid for my bankruptcy back in April 2025, and it's now November 2025, seven months later absolutely nothing has been filed. Charles did absolute nothing with my case. Month after month, I called and emailed asking for updates, and every time I was told someone would "get back to me." No one ever did.. What makes it worse is how convincing Charles was in the beginning. He comes across as kind, patient, and professional during the consultation just to gain your trust. But once they have your money, that's where the professionalism ends. You won't hear from anyone again, and your case will sit untouched. I finally asked for a refund, and still haven't received it. This has been one of the most frustrating and disappointing experiences I've ever had with a business. They took my money, wasted my time, and gave me nothing in return. Update 11/26/2025 I spoke to Charles on 11/10 and he gave me a fedex tracking number and told me I would receive my refund in two days. Two weeks and no refund. I had to go up to his office today, the day before Thanksgiving and DEMAND my refund. He kept blaming the delay on his "accountant". HE IS SCAMMER !!! DO NOT HIRE HIS OFFICE TO DO ANYTHING FOR YOU. I am also reporting him to the BBB and the AGC.